English

Robust Hedging of Withdrawal Guarantees (Extended Version)

Pricing of Securities 2015-03-20 v3

Abstract

Withdrawal guarantees ensure the periodical deduction of a constant dollar-amount from a fund investment for a fixed number of periods. If the fund depletes before the last withdrawal, the guarantor has to finance the outstanding withdrawals. We derive a robust hedging strategy which leads to closed form solutions for the guarantee value.

Cite

@article{arxiv.1202.0175,
  title  = {Robust Hedging of Withdrawal Guarantees (Extended Version)},
  author = {Andreas Kunz},
  journal= {arXiv preprint arXiv:1202.0175},
  year   = {2015}
}

Comments

Static hedging, model selection problem, local volatility models, stochastic volatility models, Levy process models, variable annuities, guaranteed minimun withdrawal benefit (GMWB) products, (29 pages, 8 figures)

R2 v1 2026-06-21T20:13:14.821Z